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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,277 | $117,829-83.6% | $102,423-81.2% | $145,877-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.56% | 31.83%-14.3pp | 29.42%-11.9pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,339 | $3,615-35.3% | $3,023-22.6% | $4,663-49.8% |
| Participant deferral / active EE | $4,333 | $5,732-24.4% | $5,054-14.3% | $6,691-35.2% |
| Admin fee / account holder | $83 | $13,335-99.4% | $9,455-99.1% | $13,402-99.4% |